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Tillery, Susan M.

Essentials of Personal Financial Planning

Tillery, Susan M. - Essentials of Personal Financial Planning, ebook

168,00€

Ebook, ePUB with Adobe DRM
ISBN: 9781119421207
DRM Restrictions

Printing137 pages with an additional page accrued every 6 hours, capped at 137 pages
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ESSENTIALS OF PERSONAL FINANCIAL PLANNING

Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as:

  • The PFP process, concepts and regulatory environment.
  • Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services.
  • Time value of money concepts.
The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

Keywords: Cash flow planning, Charitable planning, Education planning, Elder planning, Estate, gift, and wealth transfer planning, Investment planning, Retirement planning, Risk management and insurance planning, Tax planning

Author(s)
 
Publisher
John Wiley and Sons, Inc.
Publication year
2017
Language
en
Edition
1
Series
AICPA
Page amount
456 pages
Format
Ebook
eISBN (ePUB)
9781119421207
Printed ISBN
9781945498237

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